+156.6%
USFD vs SUI
+17.9%
+138.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.2% |
| 7D | -0.2% | -2.4% | +2.3% | +0.6% |
| 30D | +12.3% | +3.3% | +9.0% | +11.2% |
| 3M | -0.7% | +0.7% | -1.4% | -1.0% |
| 6M | +31.3% | -4.1% | +35.4% | +32.6% |
| YTD | +45.7% | -1.8% | +47.5% | +46.2% |
| 1Y | +52.1% | -4.1% | +56.2% | +53.6% |
| All | +156.6% | +17.9% | +138.7% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling